Client Service Manager - Mandarin Speaking

A key function of the role is to deal confidently with Financial Advisors and their clients Your new role
A key function of the role is to deal confidently with Financial Advisors and their clients in a high-volume, time-critical environment. To be successful in this role, you will need to demonstrate knowledge of the financial advice process, financial markets and product and industry trends.

This role will deal specifically with Chinese clients therefore the successful candidate will need to be fluent in English & Mandarin.

• Client on-boarding, including preparation of account documentation, creation of client records in systems
• Arrange and assist with maintenance of client accounts and records, in line with current AML/CTF, KYC Regulations
• IPO and corporate action allocation management
• Preparation of client valuations, asset allocations and reporting as required
• Assist in client asset transfers, including cash, both domestically and internationally
• Process and monitor stock settlements, including following up with clients regarding outstanding funds
• Prioritise competing adviser requests in a fast-paced environment
• Establish and maintain relationships with other internal stakeholders and departments

What you'll need to succeed

• A fundamental knowledge of financial advice process, markets and industry
• Fluent in written and spoken Mandarin and English
• Strong ability to prioritise tasks
• Goal-oriented with demonstrated drive and initiative
• Finance, Business or Economics degree
• Recognised industry studies preferred but not essential
• Previous experience within wealth management or financial planning
• RG146 - if not held already a requirement to study towards
  
  What you'll get in return

Work with a world-class institution who are a thought leader in financial markets.
You'll be offered a 12-month contract.
What you need to do now As applications are being reviewed daily, please don't hesitate to apply today. If you have a question before applying, please reach out to Orla Fleming on 03 8602 9824 or orla.fleming@hays.com.au.
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